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How to add Roth and Annuity accounts from Putnam.com

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simsdeb1959

Im trying to download my Roth and Annuity accounts from Putnam.com to but not sure if it supported

simsdeb1959

would i put it under investments?

Jim_Harman

In current versions of Quicken, you can click on the plus sign at the top of the Accounts bar (normally on the left side of your screen) and when it says Search for your Financial Institution, type Putnam. It looks like you want Putnam Investments.

Follow the directions to add your accounts and post back if you have further questions.

Ps56k2

As mentioned... you should be able to .... Add Account

and type in Putnam - and go from there -
What version .... Help --> About Quicken

BUT... it only supports manual downloading from the website - called Web-Connect
and then Importing that file into Quicken.

51846 51846 51846 Putnam Investments http://www.putnam.com/ 1-800-225-1581 https://www.putnam.com/individual ACTIVE 401K&WEB-CONNECT

[EDIT] - also updated topic title to better reflect actual Q&A specific to Putnam.com